Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-343
Closed -$216K 337
2024
Q4
$216K Buy
+343
New +$216K 0.09% 253
2021
Q4
Sell
-1,200
Closed -$401K 157
2021
Q3
$401K Buy
1,200
+200
+20% +$66.8K 0.87% 43
2021
Q2
$324K Buy
+1,000
New +$324K 0.55% 80
2019
Q3
Sell
-2,654
Closed -$314K 406
2019
Q2
$314K Sell
2,654
-4,607
-63% -$545K 0.12% 208
2019
Q1
$867K Buy
7,261
+4,736
+188% +$566K 0.34% 109
2018
Q4
$226K Buy
+2,525
New +$226K 0.15% 198